U.S. Small Caps Will Struggle From Here, Says Columbia Threadneedle’s Janvier

The video discusses the muted reaction of equity markets to Powell's words, highlighting the role of central banks in market control and the impact of trade uncertainty on earnings expectations. It analyzes the underperformance of small caps amid geopolitical risks and emphasizes the importance of the US economy for small companies, noting a slowdown but not a recession.

What was the market's reaction to the anticipated rate cut?

• A significant surge in stock prices

• No change in the market

• A sharp decline in stock prices

• A muted response

What is one of the main factors affecting earnings expectations according to the second section?

• Interest rates

• Consumer spending

• Trade uncertainties

• Inflation rates

How do small caps relate to risk appetite in the market?

• They are a proxy for risk appetite

• They are unaffected by market risks

• They always outperform large caps

• They are a safe investment

What is the potential impact on small caps if geopolitical uncertainties are resolved?

• They will continue to underperform

• They may rally

• They will remain stable

• They will decline further

What is the expected growth rate range for the U.S. economy according to the third section?

• 3% to 4%

• 2% to 3%

• 1.5% to 2%

• 0.5% to 1%